CAM
Congress Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171M | Buy |
315,555
+2,847
| +0.9% | +$1.55M | 1.18% | 20 |
|
|
2025
Q1 | $155M | Buy |
312,708
+5,078
| +2% | +$2.51M | 1.16% | 15 |
|
|
2024
Q4 | $161M | Buy |
307,630
+364
| +0.1% | +$190K | 1.09% | 14 |
|
|
2024
Q3 | $151M | Buy |
307,266
+2,868
| +0.9% | +$1.41M | 1.03% | 21 |
|
|
2024
Q2 | $135M | Buy |
304,398
+6,813
| +2% | +$3.03M | 0.97% | 32 |
|
|
2024
Q1 | $119M | Buy |
297,585
+2,161
| +0.7% | +$862K | 0.85% | 52 |
|
|
2023
Q4 | $99.7M | Buy |
295,424
+2,826
| +1% | +$953K | 0.78% | 58 |
|
|
2023
Q3 | $85.5M | Buy |
292,598
+6,620
| +2% | +$1.93M | 0.76% | 65 |
|
|
2023
Q2 | $97.8M | Buy |
285,978
+5,052
| +2% | +$1.73M | 0.85% | 57 |
|
|
2023
Q1 | $71.8M | Sell |
280,926
-9,823
| -3% | -$2.51M | 0.67% | 74 |
|
|
2022
Q4 | $77.2M | Buy |
+290,749
| New | +$77.2M | 0.77% | 69 |
|
|
2022
Q2 | – | Sell |
-2,380
| Closed | -$718K | – | 374 |
|
|
2022
Q1 | $718K | Sell |
2,380
-27
| -1% | -$8.15K | 0.01% | 320 |
|
|
2021
Q4 | $865K | Buy |
2,407
+1,587
| +194% | +$570K | 0.01% | 315 |
|
|
2021
Q3 | $815K | Sell |
820
-300
| -27% | -$298K | 0.01% | 308 |
|
|
2021
Q2 | $1.03M | Hold |
1,120
| – | – | 0.01% | 305 |
|
|
2021
Q1 | $828K | Buy |
1,120
+107
| +11% | +$79.1K | 0.01% | 300 |
|
|
2020
Q4 | $829K | Buy |
1,013
+74
| +8% | +$60.6K | 0.01% | 289 |
|
|
2020
Q3 | $666K | Sell |
939
-145
| -13% | -$103K | 0.01% | 278 |
|
|
2020
Q2 | $618K | Sell |
1,084
-4,034
| -79% | -$2.3M | 0.01% | 278 |
|
|
2020
Q1 | $2.53M | Sell |
5,118
-106,451
| -95% | -$52.7M | 0.04% | 195 |
|
|
2019
Q4 | $66M | Buy |
111,569
+253
| +0.2% | +$150K | 0.8% | 66 |
|
|
2019
Q3 | $60.1M | Buy |
111,316
+2,866
| +3% | +$1.55M | 0.77% | 73 |
|
|
2019
Q2 | $56.9M | Buy |
108,450
+4,755
| +5% | +$2.49M | 0.72% | 72 |
|
|
2019
Q1 | $59.2M | Buy |
103,695
+479
| +0.5% | +$273K | 0.77% | 68 |
|
|
2018
Q4 | $49.4M | Buy |
103,216
+3,136
| +3% | +$1.5M | 0.74% | 70 |
|
|
2018
Q3 | $57.4M | Buy |
100,080
+2,828
| +3% | +$1.62M | 0.74% | 66 |
|
|
2018
Q2 | $46.5M | Buy |
97,252
+93,726
| +2,658% | +$44.8M | 0.64% | 74 |
|
|
2018
Q1 | $1.46M | Sell |
3,526
-85
| -2% | -$35.1K | 0.02% | 296 |
|
|
2017
Q4 | $1.32M | Buy |
3,611
+2,273
| +170% | +$830K | 0.02% | 291 |
|
|
2017
Q3 | $1.4M | Sell |
1,338
-160
| -11% | -$167K | 0.02% | 297 |
|
|
2017
Q2 | $1.4M | Sell |
1,498
-33
| -2% | -$30.9K | 0.03% | 188 |
|
|
2017
Q1 | $1.17M | Sell |
1,531
-93
| -6% | -$71.3K | 0.02% | 190 |
|
|
2016
Q4 | $1.03M | Buy |
1,624
+142
| +10% | +$90.1K | 0.02% | 184 |
|
|
2016
Q3 | $1.07M | Buy |
+1,482
| New | +$1.07M | 0.02% | 184 |
|
|
2013
Q3 | – | Sell |
-805
| Closed | -$407K | – | 225 |
|
|
2013
Q2 | $407K | Buy |
+805
| New | +$407K | 0.01% | 195 |
|